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Ube (4208) · InitiativeDemand trends remain firm alongside customer inventory adjustmentsLatest Results presentation (2026-08-07): "Advanced"

Expansion of Separation Membrane and Module Manufacturing Facilities

First written in FY2024. 2 of 7 entries say "Advanced", first in 2026-05-20. Latest entry: 2026-08-07.

7entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2024 – FY2026-H1Advanced2026-05-13 – 2026-08-072024: 220242025: 120252026: 42026
Same theme, other companies
Commercialization of Energy Technologies, Including Fuel Cells and CO2 Separation MembranesA theme 9 companies write about · 0 as a headwind · 9 as a tailwind

6 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Demand trends remain firm alongside customer inventory adjustmentsAnnual report

    「Although the medium- to long-term trend of increasing demand for decarbonization membranes for biomethane production continued in the separation membrane business, revenue declined because the impact of inventory adjustments at some customers continued.」

    While the medium- to long-term trend of increasing demand continued, inventory adjustments at some customers persisted, resulting in lower revenue in the separation membrane business.
  2. FY2025-H1Strong demand coexisted with delayed shipment timingAnnual report

    「Although demand for decarbonization membranes for biomethane production remained strong in the separation membrane business, revenue declined partly because product shipments were delayed as individual projects increased in scale.」

    Demand for separation membranes remained strong, but delays in product shipments associated with larger projects were cited as a factor behind the decline in revenue, with both business progress and delays occurring in relation to the facility expansion initiatives.
  3. FY2024First statedAnnual report

    「Construction progressed on production facilities for polyimide hollow-fiber membranes for separation membranes and separation membrane modules, scheduled to begin operation in the first half of fiscal 2025.」

    Against a backdrop of rising demand for CO2 separation membranes for biomethane production, production facilities for polyimide hollow-fiber membranes and modules are being built and are scheduled to begin operation in the first half of fiscal 2025.
Moved together

"Reduction of GHG emissions and expansion of environmentally beneficial businesses" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333222★123456
  1. ★This thread
  2. 1Reduction of GHG emissions and expansion of environmentally beneficial businesses3×
  3. 2Advancing Human Capital and Diversity, Equity & Inclusion3×
  4. 3Expansion of Polyimide Raw-Material Monomer and Film Manufacturing Facilities3×
  5. 4Approval, commercialization and R&D risks in the active pharmaceutical ingredient and intermediate business2×
  6. 5Expansion of capital investment, including growth and maintenance-related renewal2×
  7. 6Maintaining Financial Soundness and Retained Earnings for Future Investment2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Ube's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Results presentation of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Separation Membrane and Module Manufacturing Facilities | UBE Corporation (4208) | Komori